Delivered, fitted, signed off
Delivery-and-fit rounds, safe gas and water connections, sign-off on the doorstep — Field 2 Service schedules the fit, keeps the checklist honest (Essentials and up) and puts a card-link invoice in the customer's hand (Essentials and up; connect your own Stripe or PayPal) before you leave.
✓ No card required · ✓ Invoiced by bank transfer
Sound like your day?
Installs are all about the run, the connection done right, and proof you handed it over safe.
The run doesn't stack up
Six deliveries and fits in a day only works if they're in the right order with the right kit on the van. Get the sequence wrong and half the round runs late.
Was it connected right?
Gas hobs, water feeds, waste kits — a missed step is a leak or a callback. A checklist in someone's head isn't proof it was done properly.
No proof of handover
A customer says the door was dented or the machine never worked — with no signed handover on file, it's your word against theirs.
Plan the day's fits in the right order
Lay the day's deliveries and installs out on the schedule and dispatch board (Professional and up), sequence the run so the van isn't criss-crossing town, and each installer sees their own list on their phone with addresses, access notes and what's being fitted.
- Drag-and-drop board with double-booking checks
- Day optimisation so the run flows in order (Professional and up)
- Field view on any phone — addresses, access notes, kit
A safe-connect checklist for every fit (Essentials and up)
Attach a checklist to each install — isolate, connect, test for leaks, level, test-run, clear the packaging. The installer ticks it off on their phone, so every appliance goes in to the same standard and nothing gets skipped on a busy day.
- Per-job checklists ticked off on site
- Same safe-connect steps every time, every installer
- Photos and notes captured against the job
Walk away with proof it was handed over right
Capture the customer's signature on a completion sheet at the door — the appliance fitted, tested and working, packaging cleared. It's saved as a branded PDF against the job, so a later 'it was damaged' or 'it never worked' is answered in seconds.
- Signed completion sheet captured on the doorstep
- Saved as a branded PDF against the job
- Your record if a handover is ever queried
Log what you fitted, where, under what warranty
Every appliance you install goes on the asset register (Essentials and up) — make, model, serial and warranty — tied to the customer and the exact site address. If it comes back as a fault or a warranty claim, you already know what went in and when.
- Asset record per appliance: make, model, serial, warranty
- Tied to the customer and the exact site address
- Multi-site customers — kit tracked at every property
Supply-and-fit quoted, then paid by card link
Quote supply-and-fit from your price book (Essentials and up), take a deposit on the job before you order the appliance, and let the customer accept online. On completion the invoice goes out with a card link (Essentials and up; connect your own Stripe or PayPal) — VAT handled cleanly, overdue reminders chasing anyone who's slow.
- Price book for appliances and fitting labour
- Deposits on jobs; card-link invoice on completion
- VAT-smart totals and automatic overdue reminders
Built-ins appliance installers lean on
Every fit delivered, tested and signed
Try Field 2 Service free for 14 days — schedule a fit, tick the checklist (Essentials and up), capture a signed handover. No credit card required.
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